Metropolitan Capital Bank & Trust’s partnership with CBIZ Accounting, Tax & Advisory Services allows you to seamlessly integrate tax strategy into your broader CAP. Combined with Metropolitan Capital Bank & Trust’s investment and risk management partners, CBIZ can help you develop and implement a tax-efficient, wealth-management strategy.
CBIZ Accounting, Tax & Advisory Services
Combining innovative thinking with a distinctive personal touch, CBIZ provides services and products that are truly unique…Unique because they listen, obtain a thorough understanding of your needs and then work creatively to provide meaningful and functional solutions…Unique because CBIZ takes a proactive interest in each client's success.
When it comes to tax laws, only one thing remains constant - change. CBIZ tax professionals work closely with you to identify and evaluate tax-planning opportunities and assist in minimizing your income tax burden. CBIZ's extensive experience, timely response and comprehensive range of technical skills allow them to assist with a broad range of tax matters and issues.
Individual Tax Planning & Consulting
CBIZ invests substantial time to understand your goals and objectives in order to minimize personal tax exposure and provide solid guidance.
- Annual tax liability projection and planning
- Family estate and gift planning
- Charitable giving
- Personal financial planning
- Retirement planning
- Stock option consulting
- Tax matter dispute representation
- Tax returns / compliance
For more information contact your PCM or visit the CBIZ website, www.cbiz.com.
For more information on Metropolitan Capital Bank & Trust’s Tax and Accounting Services, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350.